Generali Investments Towarzystwo Funduszy Inwestycyjnych
Generali Investments Towarzystwo Funduszy Inwestycyjnych S.A. (Generali Investments TFI S.A.) is a leading asset management company headquartered in Warsaw, Poland. Founded in 1995 (originally as Korona TFI S.A.), it has over 30 years of market presence. The firm manages asset management solutions for both institutional and retail clients and is part of the global Generali Group. With over 141,000 investors and a focus on professionalism, transparency, and innovation, it serves as one of Poland's prominent investment firms.
Investment Strategy
Generali Investments TFI S.A. emphasizes partnership, professionalism, transparency, and creativity, providing innovative capital-preservation strategies and tailor-made asset management solutions across a broad range of asset classes. They focus on meeting the needs of institutional and individual clients through customized advisory, a deep understanding of client requirements, and a commitment to innovative and transparent investment practices.
Top Holdings
Equity Positions (145)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.71% | $10.9M | 22,000 | $341.63 | $497.41 | +$2.2M |
N NVDA | NVIDIA CORPORATION | 4.62% | $8.8M | 56,000 | $39.25 | $157.99 | +$3.4M |
G GOOGL | ALPHABET INC | 4.17% | $8.0M | 45,300 | $144.09 | $176.23 | +$1.4M |
A ADI | ANALOG DEVICES INC | 3.76% | $7.2M | 30,311 | $188.80 | $238.02 | +$1.3M |
A AMD | ADVANCED MICRO DEVICES INC | 2.99% | $5.7M | 40,432 | $108.75 | $141.90 | +$1.5M |